Key Metrics
Home dashboard customization
The Dashboard page is now customizable per application:- Click Add widgets to browse all supported KYC, KYB, and transaction analytics.
- Remove widgets you do not need from the selected list.
- Drag widgets to reorder the layout.
- Save the layout once and every teammate looking at the same application sees the same home dashboard configuration.
Overview pages
The console overview pages use the same analytics system:- Dashboard: mixed home dashboard with your saved widget layout.
- KYB overview: KYB-focused widgets using the same date-range filters and visual system.
- Transactions overview: transaction-specific analytics including rule, geography, analyst, and score widgets.
Filtering
The dashboard supports scope-aware filtering:- Workflow: Filter analytics by a specific workflow. Defaults to the latest published workflow.
- Version: Filter by a specific published version of the selected workflow.
- Branch Path: For workflows with conditional branching, filter by a specific path through the workflow. Each path is labeled with its conditions and features.
- Time Range: Last 7 days, 30 days, 90 days, 12 months, or a custom date range.
- Transaction tag: Filter the transactions overview by a single application tag.
- Transaction type: Filter the transactions overview by finance or travel-rule flows.
- Action type: Filter the transactions overview by the customer-defined action type, such as
deposit,withdrawal, or channel-specific actions.